Cytodyn Inc (CYDY)

[fred198484]

I cannot see how there would be any progress of note on the mono trial in recent months as the company simply does not have the money to keep enrolling patients. Everything is contingent on a good combo result and it now looks like that is not happening until well beyond 12/22. That tells me the data on on the interim analysis was not good enough to trigger the warrant holders to convert and the company's well laid out plan for getting this thing going in the right direction is now upside down. I expect the deadline to be extended for the warrant conversion unless a really surprising partnership deal is announced soon.